Whitaker Bank Corporation Of Kentucky Defined Benefit Plan — Form 5500 plan (Whitaker Bank Corporation Of Kentucky)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Whitaker Bank Corporation Of Kentucky Defined Benefit Plan is a benefit plan reported by Whitaker Bank Corporation Of Kentucky under EIN 61-1208135 and plan number 005. The latest loaded filing year is 2023. The filing reports 298 participants and $5,753,752 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Whitaker Bank Corporation Of Kentucky
- EIN
- 61-1208135
- Plan number
- 005
- Plan type
- 2
- Location
- Lexington, KY
- Latest filing year
- 2023
- Participants
- 298
- End-of-year plan assets
- $5,753,752
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 298 | H, C | 20250513045924NAL0039253170001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,753,752
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,753,752
- Net assets (BOY)
- $24,548,300
Income & contributions
- Total contributions
- $0
- Total income / additions
- $435,264
Expenses & distributions
- Benefits paid
- $19,081,409
- Administrative expenses
- $148,403
- Total expenses
- $19,229,812
- Net increase / (decrease)
- -$18,794,548
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Consulting Group | NONE | $57,546 | not reported in the loaded dataset | 2023 |
| Kentucky Trust Company | NONE | $40,741 | not reported in the loaded dataset | 2023 |
| Clark, Schaefer, Hackett & Co. | NONE | $18,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Whitaker Bank Corporation Of Kentucky
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Lexington, KY
- Usi Consulting Group — Schedule C compensation
- Kentucky Trust Company — Schedule C compensation
- Clark, Schaefer, Hackett & Co. — Schedule C compensation